Coaching Package and Billing Tracker Agent

Coaches sell packages of sessions, and tracking usage, renewals and payments across clients eats time. This agent reads the calendar and session notes to count sessions used per client and compares them with each package. A session canceled inside the late-cancel window counts as used if the contract says so. When a client nears the end of a package, it drafts a renewal note for the coach. It drafts invoices for completed sessions or new packages. It then checks each invoice was paid by the due date, and if not, drafts a polite reminder, then a second one a week later. It also checks the session count matches the calendar before each invoice. The coach approves every invoice and message.